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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $621,472 | $211,224+194.2% | $178,505+248.2% | $145,897+326.0% |
| Participation rate | 94.4% | 80.8%+13.6pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 16.48% | 30.28%-13.8pp | 27.16%-10.7pp | 552.29%-535.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,947 | $6,966+114.6% | $6,280+138.0% | $6,689+123.4% |
| Admin fee / account holder | $26,198 | $12,109+116.3% | $10,428+151.2% | $13,390+95.6% |